UiPath, Inc. (PATH) vs Zeta Global Holdings Corp. (ZETA)
UiPath, Inc. and Zeta Global Holdings Corp. are both Software Infrastructure companies. Zeta Global Holdings Corp. is the larger, with a market value of $7.4B against $6.6B — 1.1× the size. Zeta Global Holdings Corp. has negative trailing earnings, so its P/E is not meaningful; UiPath, Inc. trades at 18.6×. Zeta Global Holdings Corp. grew revenue faster over the last twelve months: 35.9% against 15.0%. UiPath, Inc. has the higher net margin (21.0% vs −0.14%) and the higher return on invested capital (14.4% vs 1.89%). Across the 20 metrics below, UiPath, Inc. leads on 18 and Zeta Global Holdings Corp. on 2.
Valuation
Profitability
| Metric | PATH | ZETA | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 82.55% | 59.48% | 61.23% |
| Operating margin | 8.89% | 1.57% | 0.00% |
| Net margin | 21.03% | (0.14%) | 0.00% |
| Free cash flow margin | 21.09% | 12.86% | 1.67% |
| Return on equity | 20.03% | (0.27%) | 0.59% |
| Return on assets | 13.16% | (0.17%) | 0.00% |
| Return on invested capital | 14.42% | 1.89% | 0.00% |
Growth
Health
Dividend
Size
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